See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,446 | $64,707+38.2% | $112,228-20.3% | $68,494+30.6% |
| Participation rate | 79.5% | 67.2%+12.4pp | 75.1%+4.5pp | 67.9%+11.7pp |
| Annual return | -14.36% | -11.40%-3.0pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $3,070 | $2,746+11.8% | $3,635-15.5% | $2,596+18.3% |
| Participant deferral / active EE | $7,096 | $3,565+99.0% | $4,728+50.1% | $4,027+76.2% |
| Admin fee / account holder | $3,384 | $5,232-35.3% | $6,410-47.2% | $5,403-37.4% |